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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-16 |
| CA | RA | APPROVED | 2024-07-25 |
Branch Locations
2829 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westlake Village | CA | 06/2024 | Present |
| Fantasypros | Las Vegas | NV | 01/2023 | 08/2024 |
| Planet Home Lending | Meriden | CT | 08/2018 | 10/2022 |
| The Crypto Company (Tcc) | Malibu | CA | 03/2018 | 08/2018 |
| Homebridge Financial | Iselin | NJ | 02/2017 | 03/2018 |
| Prospect Mortgage | Sherman Oaks | CA | 06/2007 | 02/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
*599039 - American Society of Composers, Authors & Publishers (ASCAP); Investment related -No; Los Angeles, California; Music Licensing; Licensor (proprietor, partner, officer, director, employee, trustee, agent); 12/2007; During business hours: 0; After business hours: 0; None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-14 |
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